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TaxCalc Release Notes 2020

Article ID: 2015
Last updated: 20 Feb, 2020

TaxCalc Product Update – Version 11.2.029 – Released on  13 February 2020

Applying the Update

Please note: For Customers who have not already updated to Version 11 or who are on Linux this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

 The following improvements have been included:

Product summary

  • AML Identity Checking 
    • Service Update
    • General Maintenance
  • Practice Manager 
    • General Maintenance
       

AML Identity Checking

AML Identity Checks have been upgraded to support a more technologically advanced service delivered by Equifax. This will provide a more secure service that allows better control over your AML ID Checks using improved functionality.

Service Update:

  • A new SimpleStep wizard for the AML ID Checking service to easily take you through the process.
  • Choose from three pre-configured profiles when screening a client: Global, UK Plus and UK Standard.
  • Use additional search criteria such as Country of residence, Bank Account, Sort Code and Telephone Number.
  • Fuzzy logic and refined algorithms to optimise matching capabilities and reduce unrelated alerts.
  • An updated and improved AML ID Check report includes additional information to give you a comprehensive record of your client.

Please note: The upgraded service will need to be used from 31 March 2020 and will require changes to licencing and credits. Please see KB3048 for more information.

General Maintenance:

  • Improved process for deleting pending searches which should allow you to easily remove unwanted searches.

Practice Manager

General Maintenance:

  • An issue where on occasions, creating a client using the CSV import was not always displaying the imported Usual Year End in the client record is now resolved.
  • Resolved the issue where on rare occasions, completion of a recurring task was creating duplicate tasks.

TaxCalc Product Update – Version 11.1.005 – Released on 08 January 2020

Applying the Update

Please note: For Customers who have not already updated to Version 11 this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

The following improvements have been included:

Product summary

  • Practice Manager update
  • Tax Return Production update

Practice Manager

General Maintenance:

  • An issue where on occasions, a recurring a job was not always returning the next statutory deadline, has been resolved.
  • Resolved the issue where on occasions, a recurring a job using the linked work to calculate the job dates was not always returning the next jobs due and start dates.

Tax Return Production

General Maintenance:

SA100:

  • Reinstatement of 'Remove' button for PDF attachments.
  • Basis Period tick box now launches the Basis Period wizard.
  • In a small number of areas, removing the section tick boxes in SimpleStep mode was not always showing a warning that data would be deleted. This has now been resolved.
  • An issue has been resolved where in a small number of areas, removing the section tick boxes in SimpleStep mode was deleting data even when 'No' was selected when the warning dialog was displayed.

SA800:

  • It is now possible to create extra trade pages for a Partnership Tax Return.

AML Centre

General Maintenance:

Identification:

  •  AML identification can be saved or completed for SQLite user.

For prior release notes please see the following Knowledge Base article: TaxCalc Release Notes 2019

Article ID: 2015
Last updated: 20 Feb, 2020
Revision: 148
Views: 92142
This article was:  


Also read
item TaxCalc Release Notes (Historic)
item TaxCalc Release Notes 2019